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All Documents

Fund Documents

Stone Dividend Yield Hog Fund

2022 Interim Annual Management Report of Fund Performance Download
2022 Interim Annual Financial Statements Download
Fund Codes, Fees and Commissions - January 2023 Download
2022 Distributions Download

Stone Covered Call Canadian Banks Plus Fund

2022 Interim Annual Management Report of Fund Performance Download
2022 Interim Annual Financial Statements Download
Fund Codes, Fees and Commissions - January 2023 Download
2022 Distributions Download

Stone Dividend Growth Class

2022 Interim Annual Management Report of Fund Performance Download
2022 Interim Annual Financial Statements Download
Fund Codes, Fees and Commissions - January 2023 Download
2022 Distributions Download

Stone Global Balanced Fund

2022 Interim Annual Management Report of Fund Performance Download
2022 Interim Annual Financial Statements Download
Fund Codes, Fees and Commissions - January 2023 Download
2022 Distributions Download

Stone Global Growth Fund

2022 Interim Annual Management Report of Fund Performance Download
2022 Interim Annual Financial Statements Download
Fund Codes, Fees and Commissions - January 2023 Download
2022 Distributions Download

Stone Growth Fund

2022 Interim Annual Management Report of Fund Performance Download
2022 Interim Annual Financial Statements Download
Fund Codes, Fees and Commissions - January 2023 Download
2022 Distributions Download

Regulatory Documents

MRFP and Financial Statements - 2022 Interim

2022 Interim Financial Statements - All Stone Mutual Funds Download
2022 Interim Management Report of Fund Performance - Stone Covered Call Canadian Banks Plus Fund Download
2022 Interim Management Report of Fund Performance - Stone Dividend Growth Class Download
2022 Interim Management Report of Fund Performance - Stone Dividend Yield Hog Fund Download
2022 Interim Management Report of Fund Performance - Stone Global Balanced Fund Download
2022 Interim Management Report of Fund Performance - Stone Global Growth Fund Download
2022 Interim Management Report of Fund Performance - Stone Growth Fund Download

Annual and Special Meeting of Shareholders - June 15, 2022

SIG - Management Information Circular (2022) Download
SIG - Proxy (2022) (SAMPLE ONLY - CANNOT BE USED FOR VOTING PURPOSES) Download
SIG - Letter of Transmittal (2022) Download

Interim Order - May 9, 2022

Order - Applicants - Stone Investment Group Limited et al - 09-MAY-2022 Download

IRC Reports

2022 Stone Independent Review Committee Report of Stone Funds Download

Quarterly Portfolio Disclosures

Quarterly Portfolio Disclosure - Sept 30, 2022 - Stone Dividend Yield Hog Fund Download
Quarterly Portfolio Disclosure - Sept 30, 2022 - Stone Global Balanced Fund Download
Quarterly Portfolio Disclosure - Sept 30, 2022 - Stone Global Growth Fund Download
Quarterly Portfolio Disclosure - Sept 30, 2022 - Stone Growth Fund Download
Quarterly Portfolio Disclosure - Sept 30, 2022 - Stone Covered Call Canadian Banks Plus Fund Download
Quarterly Portfolio Disclosure - Sept 30, 2022 - Stone Dividend Growth Class Download

Proxy Voting Disclosure

Proxy Voting Disclosure